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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,675 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,084 | $52,639-88.4% | $185,117-96.7% | $62,293-90.2% |
| Participation rate | 84.8% | 63.9%+20.9pp | 77.3%+7.5pp | 69.5%+15.3pp |
| Annual return | 17.31% | 19.57%-2.3pp | 40.50%-23.2pp | 28.90%-11.6pp |
| Employer contribution / active EE | $0 | $1,483-100.0% | $4,182-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,258 | $3,097-27.1% | $5,045-55.2% | $3,169-28.8% |
| Admin fee / account holder | $46 | $374-87.6% | $8,159-99.4% | $479-90.3% |